Pensionmark Financial Group »

Wisdomtree Tr itl hdg div gt shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Wisdomtree Tr itl hdg div gt

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr itl hdg div gt held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr itl hdg div gt by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 79k 46.08
2025-06-30 $3.2M 71k 45.05

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Wisdomtree Tr itl hdg div gt

LPL Financial
Morgan Stanley
Raymond James Financial
Creative Planning
UBS Group
Stifel Financial
Falcon Wealth Planning
Envestnet Asset Management
Ameriprise Financial
Trilogy Capital
Northwestern Mutual Wealth Management Company
Eagle Strategies
Advisor Group Holdings
Hunter Associates
Royal Bank of Canada

View all funds holding Wisdomtree Tr itl hdg div gt